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首批科创债发行名单披露 2家深圳企业现身
news flash· 2025-05-08 10:12
首批科创债发行名单披露 2家深圳企业现身 智通财经5月8日电,债市"科技板"的构建迎来新进展,继昨日宣布在银行间市场创新推出科技创新债 券,今日,首批科创债发行名单在中国银行间市场交易商协会官网披露,截至智通财经记者发稿时涉及 发行主体已达27家,2家深圳企业现身其中。其中,立讯精密拟发行10亿元科创债,募集资金用途为优 化公司负债结构,补充公司营运资金,为高端智能制造基地建设及数字化制造升级赋能。深圳市投资控 股拟发行合计10亿元的科技创新债券,募集资金将专项用于向旗下母基金出资,投向智能制造、高端装 备、半导体与集成电路、AI与具身机器人、新材料、新能源及智能网联汽车等科创领域。(记者 周晓 雅) ...
超预期宽松!科创综指是更优选
Sou Hu Cai Jing· 2025-05-07 02:41
央行刚刚确认推出降息降准组合,流动性宽松直接利好股市,尤其是科技股这些流动性敏感品种。 对科创板具有表征作用的$科创综指ETF招商(SH589770)$今天盘中一度涨近2%,正在冲击四连涨。数 据显示,最近5个交易日内已经有3.41亿流入该ETF,科创综指现在真的是资金布局科技的首选了。 总的来说,现在的大A正处于"利空出尽,利好渐显"的关键窗口。 作者:ETF红旗手 来源:金融界 一方面,年报与一季报披露结束后,业绩扰动因素消退,市场风险偏好逐步回升,交易情绪明显有所回 暖; 另一方面,随着关税修正预期日益增强,此前因美国加征关税导致的回调已充分释放风险。昨日大盘自 底部反弹横盘后选择向上变盘、量价齐升均就是最好的说明。 这次降息降准组合一推出,消费和科技都是景气预期强化的方向,而4月消费结构性机会集中演绎,科 技则调整波段延续,目前消费赚钱效应处于相对高位,科技处于相对低位。 当市场反弹行情来临之时,大家普遍更看好科技主线价值,就比如昨天的大科技板块爆发。因此个人认 为,现阶段科技的布局机会还是要更大一点。 科创综指自4月阶段底部反弹以来,涨幅高达15.17%,大幅超越科创50的11.07%,彰显出比较高 ...
“绿扬金凤”人才金融路演暨扬州天使科创投资基金项目路演活动成功举办
Sou Hu Cai Jing· 2025-05-06 09:54
为深入贯彻江苏省扬州市"人才强市"战略,推动"绿扬金凤计划"与金融资本深度融合,近日,由扬州市 委组织部(人才办)、扬州科教集团联合主办,扬州市新城招商管理有限公司、扬州科创发展有限公司 承办的"绿扬金凤"人才金融路演暨扬州天使科创投资基金项目路演活动在扬州数据产业园成功举办。各 县(市、区)产业招商部门负责人出席活动,生态科技新城各8大招商责任主体单位相关部门负责人以 及高校、金融机构嘉宾等参加活动,共同探讨"人才+金融+产业"的创新生态模式。 扬州科教集团党委副书记段如旭在致辞中表示,"绿扬金凤"计划是扬州招才引智的金字招牌,扬州天使 科创投资基金是推动科技成果转化、助力人才企业腾飞的关键引擎。项目路演活动旨在搭建"人才-资 本-产业"的高效对接平台,让金融"活水"精准浇灌人才创新创业的沃土。 本次路演精选了中科星动力、奈米科技、天卫科技等6个优质项目,项目涵盖了航天航空、具身智能、 半导体、高端装备等多个技术领域。活动过程中,项目团队从技术壁垒、市场前景、融资需求等维度进 行全方位展示,现场反响热烈。金融机构代表对路演项目的"高精尖"属性给予高度评价,并围绕估值模 型、产业化路径等展开深度提问。 扬州天 ...
2025年江苏省常州市新质生产力发展研判:聚焦机器人等9大新质生产力细分赛道,深化“1028”产业生态布局[图]
Chan Ye Xin Xi Wang· 2025-05-06 01:20
内容概要:常州市作为长三角地区重要的中心城市和先进制造业基地,以雄厚的实体经济基础和完备的 工业体系为支撑,正全力构建"1028"现代产业体系(10大先进制造业集群、28条重点产业链),推动制 造业向高端化、智能化、绿色化转型发展。近期,常州发布了涵盖新能源汽车智能网联、固态电池、氢 能、第三代半导体、合成生物、机器人、人工智能、工业母机、低空经济等9大新质生产力细分赛道的 投资机遇,充分彰显了常州打造未来产业高地的战略眼光和产业雄心。 上市企业:天合光能(688599.SH)、中创新航(03931.HK)、今创集团(603680.SH)、恒立液压 (601100.SH)、快克智能(603203.SH)、科华控股(603161.SH)、精研科技(300709.SZ)、千红 制药(002550.SZ) 相关企业:常州亿晶光电科技有限公司、天目湖先进储能技术研究院有限公司、蜂巢能源科技股份有限 公司、中车戚墅堰机车车辆工艺研究所股份有限公司、新创碳谷集团有限公司、常州市宏发纵横新材料 科技股份有限公司、常州第六元素材料科技股份有限公司、江苏斯威克新材料股份有限公司、江苏理想 汽车智能科技有限公司、北汽新能源汽车常 ...
北交所策略专题报告:北交所机构配置潮涌:2025Q1公募持仓破67亿创历史,主题基金平均收益33%领跑市场
KAIYUAN SECURITIES· 2025-05-05 11:43
Group 1 - In Q1 2025, public fund institutions' heavy positions in the Beijing Stock Exchange reached a record high of 6.743 billion yuan, an increase of 24.45% compared to the end of 2024, accounting for 0.11% of public funds in A-share market [1][9][10] - The number of public fund institutions investing in the Beijing Stock Exchange also hit a record high, with 34 institutions participating, a growth of 17.24% from the end of 2024 [1][10] - The total scale of the North Certificate 50 index fund reached 9.539 billion yuan as of April 30, 2025, reflecting a year-on-year growth of 22.63% [1][14] Group 2 - The average return of 11 thematic funds in the Beijing Stock Exchange reached 33.48% in 2025, with all funds reporting positive returns [1][15][20] - Among the top 20 companies by institutional holdings, six companies saw an increase of over 1 million shares, including Binhang Technology and Audiwei, while three companies experienced a reduction of over 1 million shares [1][20][21] Group 3 - The overall PE ratio of the North Certificate A-shares increased from 45.22X to 46.46X, indicating a rising valuation trend [2][24] - As of April 30, 2025, 132 companies had a PE ratio exceeding 45X, accounting for 50% of the total, with 54 companies exceeding 105X [2][35] - The average PE ratios for key industries such as Information Technology and Chemical New Materials were 95.68X and 36.67X respectively, indicating high valuations in these sectors [2][37][41] Group 4 - The IPO review process saw three new companies accepted and one company terminated its listing as of April 30, 2025 [3][22] - The market performance of the North Certificate 50 index showed a 2.38% increase, closing at 1331.13 points [2][29][33]
新加坡政府帮助企业应对关税压力
Jing Ji Ri Bao· 2025-05-02 22:09
Core Viewpoint - The recent increase in tariffs by the United States has significantly impacted Singapore's economy, prompting the government to implement a series of systematic policies to help businesses adapt to the challenges posed by the changing global trade landscape [1] Group 1: Government Initiatives - The Singapore government has established an Economic Resilience Taskforce led by Deputy Prime Minister Gan Kim Yong, which includes ministers from various departments and representatives from the business sector and labor unions [1] - The taskforce has three sub-groups focusing on information sharing, immediate challenges, and long-term strategic planning to enhance resilience and sustainable development in the economy [1] Group 2: Financial Support Measures - New corporate assistance measures have been introduced, including a tax deferral policy allowing businesses to extend tax payment deadlines by 6 to 12 months, alleviating cash flow pressures [2] - A wage subsidy program provides up to 40% of monthly salary costs for key industries affected by tariffs, helping companies like Singapore Airlines maintain operations and avoid large-scale layoffs [2] - The government is also using sovereign wealth funds to support financing guarantees for small and medium-sized enterprises, facilitating access to low-interest loans [2] Group 3: Market Expansion and Cooperation - The government aims to reduce reliance on the U.S. market by hosting international trade fairs, such as the "Asia Trade Connect," attracting over a thousand buyers from countries like China, India, and the Middle East [3] - The food company "Ocean Group" secured a long-term supply agreement with Vietnam's largest supermarket chain, projecting a 37% year-on-year sales increase in Southeast Asia for 2024 [3] - Singapore is accelerating the development of its free trade agreement network, with an upgraded agreement with ASEAN countries expected to reduce average tariffs on electronic products by 7.5%, lowering logistics costs for local semiconductor firms by 15% [3] Group 4: Industry Upgrading and Innovation - The government has established a Digital Transformation Fund to provide financial subsidies and technical support, enhancing production efficiency and product quality for businesses [4] - Companies adopting industrial IoT and AI technologies can receive up to 50% subsidies for equipment purchases, improving their competitiveness in high-end manufacturing [4] - Collaborations between universities and research institutions are being strengthened to promote the commercialization of technological advancements, such as new biomedical materials developed in partnership with Nanyang Technological University [4] Group 5: Policy Service System - Relevant government departments are enhancing tracking and research on U.S. tariff policies, providing timely updates to businesses on policy changes and market dynamics [5] - The Singapore Enterprise Development Agency has launched a "Tariff Intelligence Alert Platform" that uses AI to analyze U.S. tariff changes, issuing over 1,200 risk assessment reports [5] - A 24-hour multilingual consultation hotline has been established, along with expert service teams, to offer tailored solutions and advice to businesses facing tariff-related challenges [5]
湖北勾勒产业倍增“施工图” 目标五年工业规模达10万亿级
Chang Jiang Shang Bao· 2025-05-01 00:03
Core Viewpoint - The implementation of the "Industrial Doubling Strategy" aims to enhance the competitiveness of Hubei's industries, marking a significant shift in both quantitative and qualitative aspects of economic growth [1][2]. Group 1: Strategic Goals - Hubei has set two phased goals and one long-term vision: by 2027, the industrial scale is expected to reach 7 trillion yuan and the service sector 4 trillion yuan; by 2030, these figures are projected to rise to 10 trillion yuan and 5 trillion yuan respectively; by 2035, Hubei aims to rank among the top in national industrial development [1][2]. Group 2: Seven Major Actions - The "Action Plan" outlines seven major actions with 21 key tasks aimed at enhancing industrial competitiveness, including upgrading traditional industries, fostering emerging sectors, and integrating technology with production [2][3]. - Specific actions include: - Industrial capacity enhancement focusing on upgrading clusters [2]. - Integration of technology and production to strengthen innovation [2]. - Digital transformation to improve efficiency and promote smart industry [2]. - Collaborative efforts to enhance supply chain capabilities [3]. - Transition to green manufacturing to support low-carbon development [2][3]. Group 3: Innovation and Support Measures - Hubei's technological innovation strategy includes achieving breakthroughs in key technologies and fostering a robust innovation ecosystem, with goals of producing significant innovations annually [4][5]. - The province plans to enhance project-driven initiatives and optimize support policies to ensure effective industrial growth [5][6]. - Emphasis is placed on building a strong industrial foundation in Wuhan, focusing on upgrading and nurturing enterprises of all sizes [6].
走访上市公司 推动上市公司高质量发展系列(十五)
证监会发布· 2025-04-30 12:52
湖北证监局:深化常态化走访工作 携手地方政府助推上市公司高质量发展 记者4月17日从湖北证监局了解到,为持续做好常态化走访上市公司工作,湖北证监局联合地方政府通过"面对面"问需企业、"点对 点"精准服务等方式,实现政企沟通零距离、零障碍。2024年10月以来,湖北在前期走访上市公司全覆盖、累计推动解决答复上市公司106 个诉求建议的基础上,走访上市公司40家次,推动解决上市公司诉求15项,为辖区资本市场高质量发展注入强劲动力。 "急难愁盼"问题集中"会诊" 据介绍,今年,湖北以"培育壮大新质生产力,推进湖北上市公司科技创新和产业创新"作为年度走访工作主题。湖北证监局与地方政府 协同配合,形成了"聚焦一个主题、划分三个层次、多部门联动"的走访工作安排,分层、有序开展走访工作。 截至目前,已有多位湖北省领导带队,分别到万润新能、马应龙等行业龙头和区域重点上市公司实地调研,以点带链推动湖北优势产业 发展。湖北证监局则联合相关职能部门走访经营遇到困难、出现风险的上市公司,推动企业化解风险,重回发展正轨。湖北各级政府也对8 家上市公司进行走访,了解公司技术研发、市场布局、发展规划等情况,现场协调帮助企业解决困难。 丨 ...
@博士英才 沈阳邀你共创未来
Ren Min Wang· 2025-04-30 02:02
Core Points - The city of Shenyang is launching the 2025 "Doctor Shenyang Tour" and the Talent Activity Month to attract high-level talent, emphasizing the importance of talent as a key resource for revitalization and development [1][12] - The 2025 "Doctor Shenyang Tour" will take place from May 21 to 23, aiming to integrate regional talent and provide over 7,900 doctoral positions across 14 cities in Liaoning Province and neighboring regions [3][5] Talent Strategy - Shenyang has implemented a talent-driven strategy, designating May as Talent Activity Month, which will feature 69 activities including competitions, project roadshows, and policy briefings to engage talented individuals [1][5] - The city aims to create a supportive environment for talent through initiatives like the "Xing Shenying Talent Card," which offers various benefits such as housing, healthcare, and educational support [10] Recruitment and Opportunities - The 2025 event has already gathered 7,963 doctoral positions from 503 organizations in Northeast China, marking a 29% increase from the previous year, with Shenyang accounting for 2,384 positions [7] - High-paying positions (annual salary over 400,000) have increased by 27%, with 478 such roles available, indicating a growing demand for skilled professionals in key industries [7] Focus Areas - The recruitment efforts will focus on key industries such as aerospace and high-end equipment, with targeted outreach to professionals in these fields [5][8] - The initiative includes creating a "green channel" for talent recruitment to reduce costs for employers and improve the precision of talent acquisition [5][7] Community Engagement - The event aims to foster a collaborative environment where young talents can connect with local industries and research institutions, enhancing their professional growth and innovation potential [8][10] - Shenyang is positioning itself as a vibrant city for talent development, encouraging professionals to contribute to the region's revitalization and growth [8][12]
哈尔滨:“链”上发力 壮大六大产业引擎
Group 1 - Harbin city is focusing on attracting major investments by leveraging its resource and industrial advantages, particularly in six strategic emerging industries: aerospace, electronic information, high-end equipment, and biomedicine [1] - In 2024, Harbin has introduced 242 new investment projects with a total signed amount of 138.39 billion yuan, highlighting significant developments in various sectors [2] - The aerospace sector is seeing major projects such as the completion of the headquarters base for the largest domestic satellite manufacturer, which plans to produce 180 satellites annually, and a large drone manufacturing facility expected to produce 10,000 drones per year by 2025 [2] Group 2 - The equipment manufacturing sector is advancing with projects like the hydrogen energy comprehensive test base and a new energy shipbuilding and green port integration development base, both expected to commence construction this year [2] - In the electronic information industry, the largest domestic cloud computing center has been established, providing computing power services to 20 enterprises, while the silicon carbide industry park is expanding its production capacity [2] - The biomedicine sector is witnessing the completion of several production bases, including those for large-volume intravenous solutions and gene sequencing, indicating robust growth in healthcare-related industries [2] Group 3 - The investment bureau is innovating its investment attraction strategies by focusing on the transformation of scientific achievements and leveraging cultural tourism resources, enhancing collaboration with local universities and research institutions [3] - Major investment events such as the Asia-Pacific Winter Forum and the China-Russia Expo are being utilized to strengthen connections with key entrepreneurs and generate new cooperation projects [3] - The bureau is committed to improving the project landing service system to enhance the efficiency of the entire investment process from intention to production [3]